ATS
ATS 1-star rating from Upturn Advisory

ATS Corporation (ATS)

ATS Corporation (ATS) 1-star rating from Upturn Advisory
$32.83
Last Close (24-hour delay)
Profit since last BUY17.8%
upturn advisory logo
Consider higher Upturn Star rating
BUY since 48 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

03/02/2026: ATS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

2 star rating from financial analysts

9 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $35

1 Year Target Price $35

Analysts Price Target For last 52 week
$35 Target price
52w Low $20.9
Current$32.83
52w High $33.01
Advertisement

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.10B USD
Price to earnings Ratio 228.21
1Y Target Price 35
Price to earnings Ratio 228.21
1Y Target Price 35
Volume (30-day avg) 9
Beta 1.16
52 Weeks Range 20.90 - 33.01
Updated Date 03/1/2026
52 Weeks Range 20.90 - 33.01
Updated Date 03/1/2026
Dividends yield (FY) -
Basic EPS (TTM) 0.14

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Advertisement

Earnings Date

Report Date 2026-02-04
When -
Estimate 0.3168
Actual 0.3

Profitability

Profit Margin 0.67%
Operating Margin (TTM) 8.35%

Management Effectiveness

Return on Assets (TTM) 1.35%
Return on Equity (TTM) 1.08%

Valuation

Trailing PE 228.21
Forward PE 20.2
Enterprise Value 3990040797
Price to Sales(TTM) 1.11
Enterprise Value 3990040797
Price to Sales(TTM) 1.11
Enterprise Value to Revenue 1.95
Enterprise Value to EBITDA 23.38
Shares Outstanding 96950648
Shares Floating 75030477
Shares Outstanding 96950648
Shares Floating 75030477
Percent Insiders 0.78
Percent Institutions 91.62

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

ATS Corporation

ATS Corporation(ATS) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

ATS Corporation, formerly known as ATS Automation Tooling Systems, was founded in 1978. It has evolved from a custom automation provider to a diversified global supplier of integrated automation solutions. Key milestones include its IPO on the Toronto Stock Exchange, expansion into various industries, and strategic acquisitions to broaden its capabilities and market reach.

Company business area logo Core Business Areas

  • Life Sciences Automation: Designs, manufactures, and services automated production and testing solutions for pharmaceutical, biopharmaceutical, and medical device manufacturers. This includes fill-finish systems, diagnostic and drug discovery platforms, and high-volume manufacturing automation.
  • Food & Beverage Automation: Provides automation solutions for food and beverage processing and packaging, focusing on efficiency, safety, and quality in areas such as case packing, palletizing, and high-speed assembly.
  • Consumer Products Automation: Delivers automation for the efficient manufacturing and packaging of consumer goods, including personal care products, household items, and electronics, often involving complex assembly and high throughput requirements.
  • Parcel Automation: Offers automated solutions for distribution centers and logistics operations, specializing in sortation, conveying, and parcel handling systems to improve efficiency and throughput.
  • Underlying Technologies: Develops and licenses proprietary technologies and components used in automation systems across various industries, contributing to innovation and competitive advantage.

leadership logo Leadership and Structure

ATS Corporation is led by a senior management team responsible for strategy, operations, and financial performance. The company operates through its various business segments, each with its own leadership, focusing on specialized automation solutions for their respective markets. The organizational structure is designed to foster innovation and customer-centricity across its global operations.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Description: Automated systems for filling vials, syringes, and cartridges with biopharmaceutical products, followed by automated inspection for quality control. Competitors include Optima Pharma, IMA Pharma, and Bausch+Stroebel. Market share data for specific product lines is proprietary, but ATS is a significant player in the pharmaceutical automation sector.
  • Product Name 1: Biopharmaceutical Fill-Finish and Inspection Systems
  • Revenue:
  • Description: Automated platforms for laboratories involved in drug discovery, genomics, and diagnostics, enabling high-throughput screening and sample handling. Competitors include Hamilton Company, Tecan, and Beckman Coulter. Specific market share is not publicly available, but ATS is recognized for its advanced solutions.
  • Product Name 2: Diagnostic and Drug Discovery Automation Platforms
  • Revenue:
  • Description: Custom-engineered automated machines for assembling and testing a wide range of products, from electronics to consumer goods. Competitors are diverse and include companies like KUKA, FANUC, and many specialized automation integrators. ATS differentiates through its integrated approach and system complexity handling.
  • Product Name 3: Automated Assembly and Test Solutions (Consumer & Industrial)
  • Revenue:
  • Description: Automated systems for sorting, conveying, and handling parcels in distribution and logistics centers. Competitors include Honeywell Intelligible, Vanderlande, and Dematic. ATS offers specialized solutions for high-volume operations.
  • Product Name 4: Parcel Sortation and Conveying Systems
  • Revenue:

Market Dynamics

industry overview logo Industry Overview

The automation industry is experiencing robust growth driven by trends such as Industry 4.0, the demand for increased efficiency, labor shortages, and the need for precision and quality control in manufacturing. Key sectors like life sciences, e-commerce logistics, and advanced manufacturing are major growth drivers. Geopolitical factors and supply chain resilience are also influencing investment in automation.

Positioning

ATS Corporation is positioned as a leading provider of complex automation solutions, particularly in specialized and highly regulated markets like life sciences. Its competitive advantages include deep engineering expertise, a broad portfolio of technologies, a strong track record of innovation, and a global presence. The company excels in delivering customized, end-to-end automation solutions.

Total Addressable Market (TAM)

The global automation market is estimated to be in the hundreds of billions of dollars and is projected to grow significantly. ATS Corporation targets specific segments within this market, such as life sciences automation, parcel automation, and consumer product manufacturing, where it holds a strong competitive position. Its focus on high-value, complex solutions allows it to capture significant share within its chosen niches.

Upturn SWOT Analysis

Strengths

  • Deep engineering and design expertise in complex automation.
  • Strong presence in high-growth, specialized markets like life sciences.
  • Diversified customer base across multiple industries.
  • Global operational footprint and service capabilities.
  • Reputation for delivering customized, high-quality solutions.

Weaknesses

  • Dependence on large capital expenditure cycles for clients.
  • Potential for project delays and cost overruns in complex projects.
  • Competition from larger, more diversified industrial conglomerates.
  • Integration challenges from frequent acquisitions.

Opportunities

  • Increasing demand for automation in pharmaceuticals and biologics.
  • Growth in e-commerce driving parcel automation needs.
  • Expansion into emerging markets and new industry verticals.
  • Leveraging AI and digital technologies to enhance automation offerings.
  • Strategic acquisitions to expand technological capabilities or market reach.

Threats

  • Economic downturns impacting client capital spending.
  • Intensifying competition and pricing pressures.
  • Supply chain disruptions affecting component availability and costs.
  • Changes in regulatory environments, particularly in life sciences.
  • Talent acquisition and retention challenges for skilled engineers.

Competitors and Market Share

Key competitor logo Key Competitors

  • Honeywell International Inc. (HON)
  • KUKA AG (Operates globally, part of Midea Group)
  • FANUC Corporation (Operates globally, Japanese company)
  • ABB Ltd (Operates globally, Swiss company)
  • Robert Bosch GmbH (Operates globally, German company)
  • Schneider Electric SE (Operates globally, French company)

Competitive Landscape

ATS Corporation competes in a fragmented market with a mix of large diversified industrial players and specialized automation providers. Its advantage lies in its deep expertise in complex automation for niche markets, particularly life sciences. However, it faces competition from companies with broader portfolios, greater R&D budgets, and established global brand recognition. ATS's ability to offer integrated, custom solutions is a key differentiator.

Major Acquisitions

Pa.Ra.D.A. S.p.A. (Italian medical device automation)

  • Year: 2022
  • Acquisition Price (USD millions):
  • Strategic Rationale: To expand ATS's life sciences automation capabilities, particularly in Europe, and to enhance its offering for pharmaceutical and medical device clients.

N.A.R. S.p.A. (Italian pharmaceutical automation)

  • Year: 2022
  • Acquisition Price (USD millions):
  • Strategic Rationale: Further strengthens ATS's position in pharmaceutical automation, adding complementary technologies and market access in Europe.

Fibertek Inc. (US-based defense solutions provider)

  • Year: 2022
  • Acquisition Price (USD millions):
  • Strategic Rationale: Diversifies ATS's end markets by entering the defense sector, leveraging its automation and engineering expertise.

Growth Trajectory and Initiatives

Historical Growth: ATS Corporation has a history of consistent revenue growth, fueled by both organic expansion and strategic acquisitions. The company has successfully transitioned from a custom tooling provider to a diversified automation solutions leader, demonstrating adaptability and strategic foresight.

Future Projections: Analyst projections generally indicate continued revenue and earnings growth for ATS Corporation, driven by ongoing demand in its core markets, particularly life sciences automation and parcel logistics. Expansion into new geographies and technologies are expected to further contribute to its growth trajectory.

Recent Initiatives: Recent initiatives include strategic acquisitions to bolster its life sciences segment and expand its service offerings, ongoing investment in research and development to enhance its technology portfolio, and efforts to optimize operational efficiency across its global facilities.

Summary

ATS Corporation is a strong player in the specialized automation solutions market, particularly excelling in life sciences and parcel logistics. Its historical growth, expanding profit margins, and strategic acquisitions demonstrate a robust business model. However, the company must continue to navigate competitive pressures, potential economic slowdowns, and supply chain volatility to sustain its upward trajectory. Focus on innovation and expanding its service offerings will be key to future success.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • ATS Corporation Investor Relations
  • Company Annual Reports (10-K filings)
  • Financial News Outlets (e.g., Bloomberg, Reuters)
  • Market Research Reports (general industry data)

Disclaimers:

This information is for informational purposes only and does not constitute investment advice. Financial data and market share estimates are subject to change and may vary based on reporting periods and methodologies. Users are advised to conduct their own due diligence before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About ATS Corporation

Exchange NYSE
Headquaters Cambridge, ON, Canada
IPO Launch date 2016-01-04
CEO & Director Mr. Douglas William Wright
Sector Industrials
Industry Specialty Industrial Machinery
Full time employees 7500
Full time employees 7500

ATS Corporation, together with its subsidiaries, provides automation solutions worldwide. The company is involved in planning, designing, building, commissioning, and servicing automated manufacturing and assembly systems, including automation products and test solutions. It also offers pre-automation services comprising discovery and analysis, concept development, simulation, and total cost of ownership modelling; post-automation services, including training, process optimization, preventative maintenance, emergency and on-call support, spare parts, retooling, retrofits, and equipment relocation; and contract manufacturing services, as well as after sales and services. In addition, the company provides engineering design, prototyping, process verification, specification writing, software and manufacturing process controls development, standard automation products/platforms, equipment design and build, third-party equipment qualification, procurement and integration, automation system installation, product line commissioning, validation, and documentation services. Further, it offers value engineering, supply chain management, and integration and manufacturing capabilities, as well as other automation products and solutions; and software and digital solutions comprising connected factory floor management systems to capture, analyze, and use real time machine performance data to troubleshoot, deliver process and product solutions, prevent equipment downtime, drive operational efficiency, and unlock performance for sustainable production improvements. The company serves life sciences, transportation and mobility, consumer products, food and beverage, electronics, nuclear, packaging, warehousing and distribution, and energy markets. The company was formerly known as ATS Automation Tooling Systems Inc. and changed its name to ATS Corporation in November 2022. ATS Corporation was founded in 1978 and is headquartered in Cambridge, Canada.